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Contact deduplication with fine-grained permission control

Project description

License: AGPL-3

Deduplicate Contacts ACL

This module extends the functionality of the CRM contact deduplicator to add permission groups that allow the matching users to use those tools, not needing to be the sale settings manager.

Configuration

To configure this module, you need to:

  1. Go to Settings > Users > Users.

  2. Choose a user.

  3. Choose the desired permission level(s) in Appplication > Deduplicate Contacts:

    • Manually allows him to do the manual deduplication process.

    • Automatically allows him to do the automatic deduplication process.

      Warning

      Automatic contact deduplication can easily lead to unwanted results. Better backup before doing it.

    • Without restrictions executes the chosen deduplication method with admin rigts, to be able to update objects where the user would normally not have write rights, and to allow him to merge contacts with different email addresses.

      Warning

      This is an advanced feature, be sure to train the user before enabling this permission for him.

Usage

To use this module, you need to:

  1. Ask your admin to give you the new rights.
  2. Go to CRM > Tools > Deduplicate Contacts as usual.
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Known issues / Roadmap

Bug Tracker

Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us smashing it by providing a detailed and welcomed feedback.

Credits

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Contributors

Maintainer

Odoo Community Association

This module is maintained by the OCA.

OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.

To contribute to this module, please visit https://odoo-community.org.

Project details


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